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Hedge Funds Similar to Future Financial Wealth Managment

13F Portfolio OverlapQ1 2026Future Financial Wealth Managment portfolio →
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Most similar hedge funds by 13F overlap

Future Financial Wealth Managment LLC is an institutional investor managing $155M across 128 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Future Financial Wealth Managment are First Financial Group, Bienville ,, Miller Global Investments,, with shared positions in $JHG, $SNOW, $SHW, $DUK, $HUM, $IBM. The full ranking of 25 similar funds is below.

#1First Financial Group CorpActive
Notable overlap · 6 shared positions
$JHG$SNOW$SHW$DUK$HUM$IBM
$122M
80 positions
#2Bienville Capital Management, LLCPassive
Notable overlap · 4 shared positions
$DUK$JHG$SNOW$HUM
$550M
74 positions
#3Miller Global Investments, LLCPassive
Notable overlap · 5 shared positions
$JHG$SNOW$VZ$PFE$T
$121M
295 positions
#4WT Wealth ManagementPassive
Notable overlap · 4 shared positions
$JHG$SHW$SNOW$USB
$336M
138 positions
#5WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$JHG$SNOW$VZ$HUM
$156M
139 positions
#6Accel Wealth ManagementPassive
Notable overlap · 5 shared positions
$JHG$SAN$HUM$SHW$IBM
$383M
290 positions
#7Bridgewealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$JHG$SNOW$HUM$T
$482M
135 positions
#8Three Magnolias Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$JHG$SHW$DUK$PFE
$157M
103 positions
#9Symphony Financial Services, Inc.Passive
Notable overlap · 4 shared positions
$JHG$SHW$SAN$PFE
$195M
99 positions
#10Richmond Investment Services, LLCPassive
Notable overlap · 3 shared positions
$JHG$SHW$USB
$619M
255 positions
#11Lionshead Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JHG$SNOW$PFE
$136M
108 positions
#12WNY Asset Management, LLCPassive
Notable overlap · 6 shared positions
$SNOW$SHW$SAN$VZ$HUM$T
$967M
249 positions
#13IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$JHG$SNOW$UNH
$96M
72 positions
#14Diversified Enterprises, LLCActive
Notable overlap · 4 shared positions
$DUK$SNOW$SHW$HUM
$1.8B
413 positions
#15TT Capital Management LLCActive
Notable overlap · 4 shared positions
$JHG$DUK$VZ$PFE
$121M
73 positions
#16Ergawealth Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$JHG$SHW$IBM$T
$226M
55 positions
#17TPG Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$SNOW$USB
$307M
76 positions
#18HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 5 shared positions
$JHG$SHW$DUK$USB$HUM
$280M
107 positions
#19Retirement Management Systems Inc.Active
Notable overlap · 3 shared positions
$JHG$SNOW$SHW
$415M
51 positions
#20Dynamic Financial GroupActive
Notable overlap · 5 shared positions
$JHG$VZ$SNOW$PFE$T
$122M
69 positions
#21OneAscent Wealth Management LLCActive
Notable overlap · 6 shared positions
$JHG$SNOW$SHW$USB$HUM$T
$302M
157 positions
#22Schneider Downs Wealth Management Advisors, LPActive
Some overlap · 3 shared positions
$JHG$SNOW$USB
$907M
156 positions
#23MRA Advisory GroupPassive
Some overlap · 3 shared positions
$JHG$SAN$UNH
$245M
142 positions
#24Wagner Wealth Management, LLCActive
Some overlap · 6 shared positions
$SNOW$SHW$DUK$VZ$IBM$T
$495M
279 positions
#25Northwest Financial AdvisorsPassive
Some overlap · 4 shared positions
$JHG$VZ$HUM$IBM
$52M
66 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.